PR-22-000975 – IN THE MATTER OF DONALD D JACKSON AND DOROTHY R JACKSON FAMILY TRUST – Objector Terry Jackson’s Motion to Compel Compliance with Court Order, for an Award of Expenses, Including Attorneys’ Fees, and to Impose Sanctions – DENIED.
While the parties may have stipulated to a Corporations Code inspection, such an inspection is not within the bounds of the Discovery Act and is subject to its own rules and procedures. Terry Jackson directly owns 20% of the company, and she is currently the beneficiary of another 1/3 of 40% through the Trust (although William Jackson is seeking to exercise the option he was given to purchase the Trust’s interest). Because this inspection is outside of the Discovery Act, if a member has an issue with the inspection, then the appropriate procedural mechanism is for the member to file a civil pleading seeking a writ of mandate against the company—NOT try to shoehorn the issue through a trust proceeding between trust beneficiaries.
Furthermore, even
Hearing Date
December 28, 2023
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PR-22-000975 – IN THE MATTER OF DONALD D JACKSON AND DOROTHY R JACKSON FAMILY TRUST – Objector Terry Jackson’s Motion to Compel Compliance with Court Order, for an Award of Expenses, Including Attorneys’ Fees, and to Impose Sanctions – DENIED.
While the parties may have stipulated to a Corporations Code inspection, such an inspection is not within the bounds of the Discovery Act and is subject to its own rules and procedures. Terry Jackson directly owns 20% of the company, and she is currently the beneficiary of another 1/3 of 40% through the Trust (although William Jackson is seeking to exercise the option he was given to purchase the Trust’s interest). Because this inspection is outside of the Discovery Act, if a member has an issue with the inspection, then the appropriate procedural mechanism is for the member to file a civil pleading seeking a writ of mandate against the company—NOT try to shoehorn the issue through a trust proceeding between trust beneficiaries.
Furthermore, even